Wealth Management Relationship Manager (Hybrid NJ)

Advisor Group; Basking Ridge (NJ); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Osaic in Basking Ridge, NJ, is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth clients and institutions. This role involves coordinating account administration, preparing client communications, and ensuring a high-touch client experience within a fast-growing wealth management environment.

The position requires 1–3 years in financial services or client services, strong communication skills, and proficiency in MS Office and CRM

Qualifications

• 1–3 years of experience in financial services, wealth management, or a client service environment.
• Strong written and verbal communication with professional presence.
• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting.
• Comfort working in a collaborative, team-oriented environment.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat.
• High integrity, discretion, and client-first mindset.
• Familiarity with Salesforce or other CRM systems.

Responsibilities

• Provide exceptional client service by responding to inquiries and troubleshooting issues.
• Support Wealth Managers in maintaining strong client relationships and delivering high-touch service.
• Prepare client reports, materials, and presentations for meetings.
• Coordinate meeting logistics and prepare required documents and compliance materials.
• Maintain accurate client information in CRM systems and internal records.
• Prepare and track client paperwork and account documentation with custodians.
• Assist with quarterly statements and client communications.

Skills

Client service

Communication

Detail oriented

Team collaboration

MS Office

CRM systems

Wealth management knowledge

Education

Bachelor's degree preferred

Tools

Salesforce

Adobe Acrobat

Job description

Osaic in Basking Ridge, NJ, is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth clients and institutions. This role involves coordinating account administration, preparing client communications, and ensuring a high-touch client experience within a fast-growing wealth management environment.

The position requires 1–3 years in financial services or client services, strong communication skills, and proficiency in MS Office and CRM